The Role
Fidelity Digital Asset Services (FDAS) is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. The Account Opening and Maintenance team accurately sets up and maintains accounts, in several systems, for all FDAS’s product offerings. To be effective, you will work closely with the Client Service team, Custody Operations, Execution Services, Implementation Managers, and the technology team to ensure client requirements are met. With your knowledge and commitment, you will become a collaborative and resourceful member of the FDAS team, sharing best practices and driving successful results.
The Expertise we’re looking for
Bachelor's Degree preferred
3-5 years’ experience, preferable within financial services and/or a shared service model
Strong attention to detail & analytical skills
Experience working within a SOC-1 environment with clear demonstration and understanding of procedures and controls
Experience in supporting testing in UAT & Production environments
Relationship building skills across team, business units, and global peers
Strong process management & decision-making skills
The Skills You Bring
Your excellent interpersonal, verbal, and written communication skills
Your ability to work well on global teams and in fast-paced, cross-collaborative environments
Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions
Your success in navigating and thriving in a dynamic, growing new business
Be analytical and possess good problem-solving skills while maintaining good attention to detail
Be motivated and show desire to learn about the business and new technologies
The Value You Deliver
At Fidelity, collaboration isn’t just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you’ll deliver are:
By processing new account application and maintenance forms, you provide a valuable service to our customers, and help to maintain the firm’s reputation for quality
Prioritizing and handling critical issues/exceptions that are received from Client Service Managers or Implementation Managers
Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency, and policy & procedures
Manage a monthly process to generate and distribute Account statement and invoices
Driving high satisfaction, quality, and efficiency for both the client and FDAS
Delivering superior results quickly and efficiently, utilizing effective time management skills
Driving innovation through curiosity and comprehensive understanding of business processes and challenges
How You’re Work Impacts the Organization
Fidelity Digital Asset Services is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. This role represents an exciting opportunity to help launch Institutional relationship capabilities within FDAS and help bring the vision for the future to life.
Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.
Certifications:Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.